Anic Equity¶
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Total return since start: 0.561 %¶
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Equity now: -----------------------------> 47697.59 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46302.63 Kr¶
PnL: ---------------------------------------> -585.94 Kr¶
DD now: ---------------------------------> -1.917 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 13:48:35.919948'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -1.620000 | 3156.400000 | 185.400000 | 6.240000 | 2971.000006 |
| HEBA B | 70 | -2.340000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| Corem Property Group B | 59 | -1.300000 | 624.810000 | 47.810000 | 8.290000 | 576.999999 |
| MedCap | 2 | -0.220000 | 464.000000 | 43.000000 | 10.210000 | 421.000000 |
| AcadeMedia | 12 | -0.760000 | 597.840000 | 40.840000 | 7.330000 | 557.000004 |
| HMS Networks | 2 | -0.670000 | 712.400000 | 39.400000 | 5.850000 | 673.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -2.040000 | 388.900000 | 33.900000 | 9.550000 | 355.000000 |
| Resurs Holding | 22 | 0.620000 | 607.420000 | 33.420000 | 5.820000 | 573.999998 |
| Boozt | 12 | -0.280000 | 1683.600000 | 29.600000 | 1.790000 | 1653.999996 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2955.000000 | 28.000000 | 0.960000 | 2927.000000 |
| Intrum | 4 | -0.440000 | 544.000000 | 17.000000 | 3.230000 | 527.000000 |
| Swedbank A | 3 | 2.110000 | 580.500000 | 16.500000 | 2.930000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Securitas B | 6 | 0.720000 | 584.160000 | 14.160000 | 2.480000 | 570.000000 |
| OEM International B | 7 | -0.510000 | 541.800000 | 13.800000 | 2.610000 | 527.999997 |
| Eastnine | 4 | -0.940000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Coor Service Management Hold. | 8 | -0.730000 | 542.800000 | 10.800000 | 2.030000 | 532.000000 |
| Nordea Bank Abp | 29 | 0.560000 | 3463.180000 | 9.180000 | 0.270000 | 3453.999992 |
| Norva24 Group | 16 | -2.270000 | 552.000000 | 9.000000 | 1.660000 | 543.000000 |
| Karnov Group | 9 | 0.170000 | 542.700000 | 6.700000 | 1.250000 | 536.000004 |
| SAAB B | 8 | -0.630000 | 3381.600000 | 4.600000 | 0.140000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.190000 | 248.400000 | 2.400000 | 0.980000 | 246.000000 |
| Handelsbanken A | 5 | 0.270000 | 547.500000 | 1.500000 | 0.270000 | 546.000000 |
| Creaspac SPAC | 6 | -0.100000 | 576.000000 | -1.000000 | -0.170000 | 577.000002 |
| CTEK | 13 | -1.380000 | 529.230000 | -4.770000 | -0.890000 | 533.999999 |
| Midsona B | 63 | -0.330000 | 567.630000 | -15.370000 | -2.640000 | 582.999984 |
| Essity B | 2 | -1.240000 | 556.200000 | -17.800000 | -3.100000 | 574.000000 |
| Essity A | 4 | -1.240000 | 1118.000000 | -31.000000 | -2.700000 | 1149.000000 |
| International Petroleum Corp. | 5 | -2.000000 | 563.500000 | -31.070000 | -5.230000 | 594.565215 |
| Sampo Oyj SDB | 7 | -1.090000 | 3801.000000 | -49.000000 | -1.270000 | 3850.000000 |
| Vivesto | 1368 | -2.530000 | 537.620000 | -75.380000 | -12.300000 | 612.999432 |
| Axfood | 13 | -0.850000 | 3629.600000 | -126.400000 | -3.370000 | 3756.000001 |
| OX2 | 18 | -1.130000 | 1423.800000 | -240.200000 | -14.440000 | 1663.999992 |
| Fasadgruppen Group | 35 | 2.100000 | 3570.000000 | -241.000000 | -6.320000 | 3810.999990 |
| Ovzon | 52 | -1.960000 | 2854.800000 | -507.200000 | -15.090000 | 3361.999992 |
| TOTAL | 46299.890000 | -588.680000 | -1.92195% | 46888.564618 |
Updated:¶
'2023-01-24 13:47:43.269300'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
